Import Customers & Projects from Quickbooks Online

You can import the QuickBook Online Customer & Jobs list and select them for each expense within TriNet Expense. To setup and use this feature, please do the following:

1. Your QuickBooks account needs to be added to TriNet Expense.

2. Go to Settings > Company Settings > Clients & Projects

3. Make sure QuickBooks Desktop / Online is chosen in the drop-down and select the Sync Now button.

Once you see your QuickBooks customers & jobs, you may edit the status column to allow yourself (or company users) to select these for expense. Selecting the Hide option would not allow users to select this customer or job.

Now for each expense (Found either from Expense > Active or directly within an expense report), a user can select the QuickBooks customer or job for their expenses.

Please note: QuickBooks online Customers & Jobs can only be accessed from the Client ID text box or column. This is due to a limitation with QuickBooks Online support for Jobs. If you add the project to the customer, it will add the Customer when exported to QuickBooks online. Here is an example:

In QuickBooks Online you have the Customer "Dell" and the Job "Job 1". In TriNet Expense enter the Job "Job 1" in the Client ID column. When the data is exported to QuickBooks it will be displayed asDell: Job 1 in the customer column of QuickBooks.

You can add the QuickBooks's customer and job to the line item expense by auto-suggesting. Type the customer name and TriNet Expense will auto-suggest matches.